On this episode, we explore the two most powerful concepts in investing—Wealth Winners and Capital Killers. Learn how Teaminvest members use a combination of quantitative and qualitative analysis to identify ASX-listed companies that can materially increase your wealth, and avoid those that could destroy capital. We walk through real-world examples, share the seven key criteria for investment success, and show you how to apply these lessons to your own portfolio.

What You’ll Learn:

• How to define and identify a “Wealth Winner”
• The seven criteria Teaminvest uses to select stocks
• Why “Capital Killers” are so dangerous (and how to avoid them)
• Analysis of ResMed, ProMedicus, TechnologyOne, JB Hi-Fi, Lendlease, Iluka Resources, Telstra, and IDP Education
• The importance of management quality, business moats, and stability
• How to separate market hype from true long-term value
• Practical tips for applying the Wealth Winner framework to your investments

Featured Companies:

• Wealth Winners: ResMed, ProMedicus, TechnologyOne, JB Hi-Fi
• Capital Killers: Lendlease, Iluka Resources, Telstra, IDP Education

Key Quotes:

• “Wealth winners are boring companies that do something really cool, really smart—but they do it well and niche, year after year.”
• “Capital killers are almost always caught up in hype. Peel off the paint, and you realise it’s not a unicorn, it’s just a horse.”

Timestamps:
00:00 – Introduction
01:24 – Defining Wealth Winners
03:28 – ResMed: Consistent growth and stability
09:07 – Iluka Resources: The risk of cyclical earnings
12:35 – ProMedicus: High growth, high price
17:45 – Lendlease: Shrinking returns and rising debt
20:54 – TechnologyOne: Compound growth in action
23:50 – Telstra: The danger of shrinking, stable companies
26:20 – JB Hi-Fi: Outperforming retail
28:55 – IDP Education: The importance of management
31:35 – How to apply these lessons
35:18 – Outro & Teaminvest resources

Resources & Links:

• Learn more about Teaminvest Membership
• Teaminvest Access Fund
• Conscious Investor Fund
• Contact Us

Join the Conversation:

• What’s your Wealth Winner or Capital Killer? Share your thoughts in the comments or email us at [email protected].

Subscribe & Follow:

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• Follow us on LinkedIn and Facebook for more insights

About Teaminvest:
Teaminvest is an ASX-listed financial institution dedicated to empowering investors with education, rigorous analysis, and a supportive community. Discover how our proven methodology can help you build and protect your wealth.

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